OneStream XF Reviews

8 Ratings
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Score 8.7 out of 100

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Reviews (1-3 of 3)

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March 09, 2021
Andy Jorgensen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are currently using it as a budgeting and forecasting solution for our staff. We keep track of utilization, billing rates, customer work, and the financial impact to our organization. Administrators load data weekly into the system and it allows our end users to visualize how their time is being applied across customers and resources. Monthly reports are issued to Senior Management.
  • Easy Data Integration with multiple data sources.
  • Great Reports and Visualizations.
  • Complex formulas and modeling for resource utilization.
  • Dashboarding takes awhile to learn but is very powerful.
  • Reliance on Microsoft Technology / Browser limitations.
  • OneStream Excel Add-in is powerful, but takes time to learn.
Financial Reporting, Consolidations, Intercompany, Transaction Matching, Account Reconciliations, Budgeting and Forecasting, Long Range Planning, Analytics are all out of the box. In addition, you can do many things with the OneStream XF platform. People Planning allows you a granular approach to headcount planning. Thing Planning allows you to plan things like Inventory, CapEx, and other major expenditures.

There's really nothing the CFO wants to do, that this product can't do!
Read Andy Jorgensen's full review
March 03, 2021
Nicolas ARGENTE | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Because OneStream is a platform, it can address many different business problems like budgeting, planning, and forecasting. There are more than 50 marketplace solutions (it is like an AppStore in OneStream) that you can download and install for free (people planning, cash planning), which means that the whole organization can actually use this solution!!
  • Consolidation
  • OneStream can be on premises or in the cloud.
  • Strong links with Microsoft Office through add-ins.
  • Difficult to choose the best options for a solution as there are so many solutions for a single problem (and it starts with "on-premises" or "in the cloud").
When you need a central tool for multiple solutions, OneStream is your choice. OneStream is your software for consolidation, budgeting, and planning, but also for other specific solutions like IFRS16, capital planning, people planning, and cash planning. Regarding the maintenance, it is also an easy solution as OneStream is now offering a full SaaS package. By using this SaaS solution, OneStream will adapt automatically to your needs—you might need more power in the first days of the month! As with any software that can offer tailor-made solutions, the main drawback is the planning of its conception. It is strongly recommended to have a detailed design for all your project phases.
Read Nicolas ARGENTE's full review
October 19, 2020
Jonathan Derkits | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
OneStream XF is being used company-wide as the financial consolidation software for both US and non-US entities. OneStream is also being used by select departments for specific calculations and jobs such as budget and tax provisioning.
  • OneStream is very easy to use. Being able to switch from a report view in different currencies or an input form, navigating is both quick and easy.
  • The ability to add on to the platform is very good. The platform is designed so that a Company can use it as a central source of information. The only limitation to creating new pieces of the platform by a developer is time.
  • OneStream has areas to improve in end user functionality and report building.
OneStream XF is well suited in financial consolidation and tax provisioning. The ability to link the scenarios and confirm they agree is a big help. OneStream is less suited in areas that may require detailed customization and very unique calculations.
OneStream is extremely responsive with support.
Read Jonathan Derkits's full review

Feature Scorecard Summary

Long-term financial planning (3)
Financial budgeting (3)
Forecasting (3)
Scenario modeling (3)
Management reporting (3)
Financial data consolidation (3)
Journal entries and reports (3)
Multi-currency management (3)
Intercompany Eliminations (3)
Minority Ownership (3)
Local and consolidated reporting (3)
Detailed Audit Trails (3)
Financial Statement Reporting (3)
Management Reporting (3)
Excel-based Reporting (3)
Automated board and financial reporting (3)
XBRL support for regulatory filing (1)
Personalized dashboards (3)
Color-coded scorecards (3)
KPIs (2)
Cost and profitability analysis (2)
Key Performance Indicator setting (2)
Benchmarking with external data (2)
Flat file integration (3)
Excel data integration (3)
Direct links to 3rd-party data sources (3)

What is OneStream XF?

According to the vendor, Onestream XF is the first smart corporate performance (CPM) platform that allows organizations to truly unify financial consolidation and reporting, planning, data quality and analytics.

The vendor says their unique extensible dimensionality allows their customers to deliver strict corporate controls along with business unit operational relevance all in the same application.  Additionally, the vendor says they are uniquely capable of simplifying all the complexities that enterprise customers expect for true statutory consolidations, account reconciliations, driver based financial and operational planning, powerful data quality, workflow, integration and drill back to virtually any source system all in a single product and application where data and metadata live together. 

OneStream’s XF MarketPlace allows their customers to download new solutions like Account Reconciliations or People Planning directly to their application to begin solving the business problem on day one without adding any technical complexity or the need to integrate multiple products, modules or application. This solution is available on-premise or on the XF Cloud

OneStream XF Features

Budgeting, Planning, and Forecasting Features

Has featureLong-term financial planning
Has featureFinancial budgeting
Has featureForecasting
Has featureScenario modeling
Has featureManagement reporting

Consolidation and Close Features

Has featureFinancial data consolidation
Has featureJournal entries and reports
Has featureMulti-currency management
Has featureIntercompany Eliminations
Has featureMinority Ownership
Has featureLocal and consolidated reporting
Has featureDetailed Audit Trails

Financial Reporting and Compliance Features

Has featureFinancial Statement Reporting
Has featureManagement Reporting
Has featureExcel-based Reporting
Has featureAutomated board and financial reporting
Has featureXBRL support for regulatory filing

Analytics Features

Has featurePersonalized dashboards
Has featureColor-coded scorecards
Has featureKPIs
Has featureCost and profitability analysis
Has featureKey Performance Indicator setting
Has featureBenchmarking with external data

Integration Features

Has featureFlat file integration
Has featureExcel data integration
Has featureDirect links to 3rd-party data sources
Additional Features
Has featureAccount Reconciliations
Has featureDisclosure Management

OneStream XF Screenshots

OneStream XF Integrations

QAD, SAP, Oracle, JDE, PeopleSoft, Plex, MS Dynamics, Workday and all other open source systems or web services available systems

OneStream XF Competitors

OneStream XF Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Required

We only sell to Enterprise customers so pricing for software is based on number of total users and it is simple. One user gets all software functionality. Implementation would be based on what business problem or problems we are looking to solve and implement OneStream XF for, financial consolidation and reporting or planning or account reconciliations, etc.

OneStream XF Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

OneStream XF Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar
Live Chat

OneStream XF Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported Countries:Americas, EMEA, South Africa

Frequently Asked Questions

What is OneStream XF's best feature?

Reviewers rate Management reporting and Financial data consolidation and Multi-currency management highest, with a score of 9.1.

Who uses OneStream XF?

The most common users of OneStream XF are Enterprises from the Financial Services industry.